Fields
The pivot table uses all two of the three fields in the source data: Date, and Sales. Because Date is grouped by Years and Months, it appears twice in the list, once as “Date” (month grouping), once as “Years”:
The Date field has been been grouped by Months and Years:
The resulting “Years” field has been added as a Column field. The Original “Date” field is configured as a Row field, which breaks down sales by month. The Sales field has been added to the Values field twice. The first instance is a simple Sum of Sales, renamed to “Sales " (note the extra space at the end):
The second instance of Sales has been renamed “% change”, and set to show a “% Difference From” value, based on the previous year:
Note: Column H values are empty since there is no previous year. It has been hidden to streamline the report.
Steps
Notes
Author
Dave Bruns
Hi - I’m Dave Bruns, and I run Exceljet with my wife, Lisa. Our goal is to help you work faster in Excel. We create short videos, and clear examples of formulas, functions, pivot tables, conditional formatting, and charts.
